How to organize wordpress forms with tags

How to Organize Your WordPress Forms With Tags

Do you want to make your WordPress forms more organized and easier to manage?

As the number of forms grows on your site, form management can become a bit of a hassle.

But there’s a simple solution to better form organization – using form tags.

In this post, we’ll show you how to use form tags to improve your WordPress form management.

Improve Form Organization With Tags

What Are Form Tags?

Form tagging is a method of labeling your forms, so similar forms can be organized and grouped together by type. It’s a time-proven solution used by record-keepers to improve their workflow efficiency. The same concept applies to online forms. Using tags, it gets a whole lot easier to locate specific types of forms on your WordPress site.

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Form tags are especially useful if you’ve got tons of forms on your site. When your forms are tagged, it doesn’t matter how many forms there are on your site because you can always easily filter the form you need.

First, we’ll show you how to assign tags to your forms. In the next step, we’ll show you how to filter your forms quickly once they’ve been tagged.

How to Organize WordPress Forms With Tags

Follow these steps to start organizing your forms with tags:

Let’s jump into it.

1. Installing WPForms

WPForms is the top-rated form builder plugin for WordPress. One of its many features is form tags, which is designed to make form management easier for you.

To get started, you need to install WPForms on your site (if you don’t already have it).

WPForms home

After WPForms is installed and active on your site, you can start building forms and assign tags to them.

2. Creating and Assigning Tags to Your WordPress Forms

WPForms makes it very easy to create tags and organize your WordPress forms. There are two ways you can assign a tag to a form.

We’ll show you both methods.

Assigning Tags From the Form Builder

In the first method, you can assign tags to a form while you’re building it from the WPForms form builder interface.

To do this, open your WordPress admin area and navigate to WPForms ยป Add New.

add new form

This will open the WPForms form builder interface. Start by giving your new form a name and select a template.

form name

When the template has loaded, click on Settings on the left of the WPForms interface, then select the General tab.

Accessing a form's general settings

Under the General settings, you should see a field for Tags. To assign tags to the form you’re creating, just type in a name you want to give your tag.

adding tags from the form builder

You can also select previously created form tags from this field. Just click on the Tags field and it will expand to show a list of your existing tags to choose from.

Form tags

When you’re done adding the tags you want for your form, press the Save button on the form.

Assigning Tags From the Forms Overview Screen

The Forms Overview screen lists down all your existing forms in a table. The Tag column allows you to edit tags for any form.

In order to see form tags on the Forms Overview screen, first click on the Screen Options dropdown menu on the top-right of the screen.

Screen options tab

After that, select the Tags option and click on Apply.

Tags screen option

You should now see a Tags column in the table where all your forms are listed.

Form tags overview

To assign a tag, hover your mouse over the form you need and click on Edit under its Tags column.

Edit tags

WPForms will now allow you to create a new tag for the form or choose from previously created tags.

To create a new tag, just type it in and press enter. Repeat the process if you want to add multiple tags.

Or if you want to assign a tag you’d previously created, just click on the tag you want from the list.

When you’re done editing the tags for your form, click the green checkmark button to save changes.

Assign new tags to form

Great! Now that you know how to create and assign tags to your forms, let’s look at how you can filter forms by tags to locate them later.

3. Filtering Forms By Tags

What makes form tagging such a powerful form management tool is the simple fact that tagged forms are easy to find. Every tag reveals something useful about your online forms.

For instance, forms like WordPress login, registration, and password reset all fall under the same category, so you can assign them the same tag. You can then locate these forms really fast from your WordPress dashboard by using their tags.

To use the WPForms’ filter tool, click on the All Tags dropdown button.

form tags filter

The dropdown will expand to display all the tags you’ve created so far. Select the tags you want to filter your forms by and then press the Filter button.

filtering forms with tags

Right after you press the Filter button, WPForms will filter forms by your selected tags. This way you can instantly locate the forms you need without having to search manually.

Let’s now look at some additional tag management features that enable you to keep your forms well-organized at all times.

4. Removing, Deleting, & Bulk Editing Form Tags

If you need to remove a tag from a form, WPForms makes this super easy too.

All you need is to go to the Forms Overview screen and then press the Edit button under the tag(s) you want to remove from a form.

Editing tags

Press the cross (x) button on the form tag you wish to remove, then press the green checkmark button to save your changes.

Remove tag

And if you need to completely delete tags that you no longer use, just click the Manage Tags button.

Manage tags

This will open a modal showing all the form tags you’ve created so far and the number of times you’ve used each of them. To delete a tag completely, just select the tag and then press the Delete Tags button.

Delete tags

You’ll notice a message confirming that the tags are now deleted. Click on the Refresh button to update the tags in the forms list.

Refresh tags

Finally, WPForms also lets you bulk edit tags. This is super covnenient when you want to edit the tags for multiple forms at the same time.

Click on the Bulk Actions dropdown and select Edit Tags.

Bulk edit tags

After that, simply select the forms you want to edit the tags for and then press Apply.

Apply bulk edit tags

The view on your screen will now change with the selected forms on your left and the tag edit field on the right. Under the Tags section on the right, you can create new tags, assign tags from your existing list, or remove tags all at once for the forms you selected.

bulk editing form tags

When you’ve made the changes you needed, press the blue Update button to save your changes.

And that’s all there is to it! You’re now all set to use form tags to better organize your WordPress forms.

Next, Bulk Email WordPress Users

Want to send email to your WordPress users right from your dashboard? Check out our guide explaining how to email all registered users in WordPress.

Also if you’re looking for DocuSign alternatives, check out our recommended options (hint: WPForms fully supports electronic signatures).

Improve Form Organization With Tags

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